WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.13M
3
+$5.66M
4
ABBV icon
AbbVie
ABBV
+$5.62M
5
ELV icon
Elevance Health
ELV
+$5.53M

Top Sells

1
+$3.33M
2
+$2.27M
3
+$1.97M
4
PCAR icon
PACCAR
PCAR
+$441K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$314K

Sector Composition

1 Industrials 27.48%
2 Financials 14.6%
3 Technology 10.69%
4 Healthcare 8.99%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18K ﹤0.01%
+700
527
$18K ﹤0.01%
955
528
$18K ﹤0.01%
3,802
529
$18K ﹤0.01%
1,000
+800
530
$18K ﹤0.01%
+700
531
$17K ﹤0.01%
1,150
532
$17K ﹤0.01%
+740
533
$17K ﹤0.01%
1,000
+500
534
$16K ﹤0.01%
88
535
$16K ﹤0.01%
+600
536
$16K ﹤0.01%
190
+165
537
$16K ﹤0.01%
+600
538
$16K ﹤0.01%
3,505
+1,700
539
$16K ﹤0.01%
36
540
$16K ﹤0.01%
357
541
$16K ﹤0.01%
2,200
542
$16K ﹤0.01%
185
543
$16K ﹤0.01%
+255
544
$16K ﹤0.01%
1,000
545
$15K ﹤0.01%
249
+241
546
$15K ﹤0.01%
+888
547
$15K ﹤0.01%
316
548
$15K ﹤0.01%
+269
549
$15K ﹤0.01%
1,725
550
$15K ﹤0.01%
154
20 21
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